> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/outsmart-knowledge-base/outsmart-knowledge-base-nl/marketplace-pakketten-en-power-ups/power-ups/crm+/gebruik-de-crm-overzichtspagina.md).

# Gebruik de CRM-overzichtspagina

Het CRM-Overzicht toont uw klanten en leads in één lijst.

Met CRM+ toont het ook de **Accounttype** kolom.

### Gebruik het Overzicht

{% stepper %}
{% step %}

### Open CRM

Klik **CRM** in het zijmenu.
{% endstep %}

{% step %}

### Bekijk de lijst

Open het Overzicht van klanten en leads.
{% endstep %}

{% step %}

### Filter op accounttype

Gebruik de **Accounttype** kolom om te filteren.

Toon bijvoorbeeld alleen **Lead** of **Prospect**.
{% endstep %}

{% step %}

### Open de Klantkaart

Klik op een relatie.

Open vervolgens **Overzicht** om de trechterfase te controleren.
{% endstep %}
{% endstepper %}

### Wat verandert er met CRM+

* de **Accounttype** kolom wordt beschikbaar
* de **Overzicht** tabblad verschijnt op ondersteunde Klantkaarten
* u kunt de voortgang van de trechter per Klant bekijken

### Veelgestelde vragen

<details>

<summary>Kan ik hier filteren op leadfase?</summary>

U filtert voornamelijk op accounttype.

Controleer de fase op de Klantkaart.

</details>

<details>

<summary>Is Overzicht altijd zichtbaar?</summary>

Nee.

Alleen accounttypen met leadfasen tonen het.

</details>

<details>

<summary>Kan ik deze pagina zonder CRM+ gebruiken?</summary>

Ja.

U kunt nog steeds zoeken en Klanten openen.

</details>

### Gerelateerde artikelen

* [**Werk met klanten en leads in CRM+**](/outsmart-knowledge-base/outsmart-knowledge-base-nl/marketplace-pakketten-en-power-ups/power-ups/crm+/werk-met-klanten-en-leads-in-crm+.md)
* [**Klanten samenvoegen en verwijderen**](/outsmart-knowledge-base/outsmart-knowledge-base-nl/marketplace-pakketten-en-power-ups/power-ups/crm+/voeg-klanten-samen-en-verwijder-ze.md)
* [**Klanten**](/outsmart-knowledge-base/outsmart-knowledge-base-nl/backoffice/backoffice/klanten.md)


---

# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter:

```
GET https://knowledge.out-smart.com/outsmart-knowledge-base/outsmart-knowledge-base-nl/marketplace-pakketten-en-power-ups/power-ups/crm+/gebruik-de-crm-overzichtspagina.md?ask=<question>&goal=<endgoal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.